Make complex U.S. tax work modular, manageable and collaborative
Many DIY filers can complete most of a return and engage us only for the difficult parts. When a filer wants one coordinated engagement, we also accept complete-return projects and can arrange multiple professionals according to the return’s complexity.
Our mission
US Tax Pilot is a specialist U.S. tax project platform. We believe one difficult issue should not force a filer to find a new firm to take over the entire return, or to solve software-unsupported complexity alone.
Keep the parts you know and engage professional help only for uncertain, calculation-heavy or software-unsupported work, or commission the complete return after an initial assessment and scope confirmation.
One complex issue, one defined project
Different tax issues require different experience. We first identify the specific problem, then arrange professionals according to the form, asset, country and tax year. Depending on the project, one or more independent tax professionals whose relevant credentials and experience have been verified may take defined roles in analysis, calculations, form preparation or review.
US Tax Pilot is the client’s contracting and project-management party. We confirm the work boundaries, organize the project and coordinate delivery, so an occasional difficult form does not require you to find several professionals or reorganize the complete return.
Commission the difficult part or the complete return
You may commission preparation of one Form 8621, a foreign-gift analysis or a set of foreign-asset calculations without engaging us for the complete Form 1040. Within the written scope, deliverables may include the applicable form, calculation workpapers, supporting explanations, necessary attachments and primary-return integration notes.
A standalone service does not automatically include comprehensive review of the complete Form 1040, state returns or unlisted issues. If a known project affects another form, we explain the connection and available next steps. You may continue preparing the rest yourself or expand to a complete-return engagement. For a complex return spanning several international tax fields, professionals may take defined preparation or review roles while US Tax Pilot coordinates the overall delivery.
The platform starts with the difficulty you actually encountered
Initially, tell us the tax year, possible forms, countries, number of funds or transactions, and where you became stuck. After a preliminary assessment, we confirm scope, required information, deliverables, and fees in writing before formally accepting the project. Formal services begin only after both parties confirm the written engagement.
Website operator
US TAX PILOT LIMITED
NZBN: 9429053846709
1/50 Wellington Street
Freemans Bay
Auckland 1011
New Zealand
Email: support@ustaxpilot.com